SCHD vs WFH

SCHD vs WFH

Which is better, SCHD or WFH?

Large Cap Value against Mid Cap Growth.

SCHD has a lower expense ratio. SCHD led over 1Y and the full window.

Lower Fees: SCHDHigher Returns: SCHD

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSCHDWFH
Expense Ratio0.06%Best0.45%
AUM$112.1B$13M
Dividend Yield3.00%1.05%
Holdings10341
Volatility (annualized)15.4%Best21.9%
Max Drawdown-16.9%Best-51.2%
$10,000 over 5.3 years$18,589Best$15,044
Fund FamilyCharles Schwab Asset ManagementDirexion Funds
CategoryEquityEquity
StyleLarge Cap ValueMid Cap Growth
InceptionOct 20, 2011Jun 25, 2020

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 322 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. SCHD has data through Sep 10, 2026 and WFH through Oct 23, 2025.

Volatility and max drawdown, and the $10,000 over 5.3 years row, are measured over the window both funds cover: Jun 25, 2020 to Oct 23, 2025 (5.3 years).

Risk: Volatility and Drawdowns

WFH has been the more volatile fund, with annualized monthly volatility of 21.9% compared with 15.4% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -16.9% for SCHD and -51.2% for WFH. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.45. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SCHD charges 0.06% per year while WFH charges 0.45%. On a $10,000 position that is $6 vs $45 annually, a gap of $39 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 1.05% for WFH.

You are not choosing between two funds in isolation.

Whichever of SCHD and WFH you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDWFH

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or WFH?

SCHD has an expense ratio of 0.06% while WFH charges 0.45%. SCHD is the cheaper option, by $39 a year on a $10,000 investment.

Which is riskier, SCHD or WFH?

WFH has been the more volatile fund at 21.9% annualized versus 15.4% for SCHD. Worst drawdown: SCHD -16.9% vs WFH -51.2%.

Should I hold both SCHD and WFH?

SCHD and WFH have a monthly-return correlation of 0.45, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SCHD or WFH?

SCHD yields 3.00% while WFH yields 1.05%, so SCHD currently pays the higher dividend yield.

Is WFH better than SCHD?

SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.